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Getting More Out of Excel and Dynamics GP. Mark Polino - I.B.I.S., Inc. Principal Consultant, Microsoft MVP. Feel free to Tweet , Blog or update Facebook live with things you learn in this session. Official Tag : # GPSummit. Share. Ways to Get Data Out of Excel - PowerPoint PPT Presentation
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GPUG® Summit 2011November 8-11
Caesars Palace – Las Vegas, NV
Getting More Out of Excel and Dynamics GP
Mark Polino - I.B.I.S., Inc.Principal Consultant, Microsoft
MVP
GPUG Summit 2011– Las Vegas www.gpug.com
Share Feel free to Tweet, Blog or update
Facebook live with things you learn in this session.
Official Tag: #GPSummit
GPUG Summit 2011– Las Vegas www.gpug.com
Agenda
Ways to Get Data Out of Excel
What Can You Do with Data Once it’s in Excel?–Analyze It–Present It
GPUG Summit 2011– Las Vegas www.gpug.com
10 Ways to get Data From Microsoft
Dynamics® GP to Excel1. SmartList Export2. SmartList Export Solution3. Navigation List Export4. Report Writer5. FRx / Management Reporter
GPUG Summit 2011– Las Vegas www.gpug.com
10 Ways to get Data From Microsoft
Dynamics GP to Excel6. SQL Server Reporting Services
GPUG Summit 2011– Las Vegas www.gpug.com
10 Ways to get Data From Microsoft
Dynamics GP to Excel7. Refreshable Excel Reports8. MS Query9. Analysis Cubes10.SQL Query
GPUG Summit 2011– Las Vegas www.gpug.com
Leftovers11.Support Debugging Tool
http://blogs.msdn.com/b/developingfordynamicsgp/archive/2009/08/07/support-debugging-tool.aspx
12.Third Party Tools
GPUG Summit 2011– Las Vegas www.gpug.com
Once Microsoft Dynamics GP Data is in Excel
• Analyze it• What to Analyze• How to Analyze
• Present It
GPUG Summit 2011– Las Vegas www.gpug.com
What to Analyze• Data
• Transaction • Sales by Salesperson• Sales by Customer• Associated item sales• Customer who haven’t bought a particular item
• Performance• Vendor Delivery Performance• Sales Shipment Performance• Customer Payment Performance
GPUG Summit 2011– Las Vegas www.gpug.com
What to Analyze
• Aggregated Data• Gross Margin• YTD Profit• Current Ratio
• Meta Data• Workload Volume• Staff Performance
GPUG Summit 2011– Las Vegas www.gpug.com
How to Analyze Data• Transform Data• Subtotal Data• Pivot Data• Pivot Lots of Data• Chart Data• Use Statistical Data
GPUG Summit 2011– Las Vegas www.gpug.com
Presenting Information• Tables• Charts• Trend Lines• Conditional Formatting• Sparklines• Slicers
GPUG Summit 2011– Las Vegas www.gpug.com
Presenting Information
• Dashboards• Online• Microsoft SharePoint• Excel Services
GPUG Summit 2011– Las Vegas www.gpug.com
More Tips Microsoft Dynamics GP
2010 Cookbook Book, Kindle and PDF
optionsAmazon, Barnes and Noble, Packt Publishing
GPUG Summit 2011– Las Vegas www.gpug.com
Follow Up• Follow up PowerPoint deck has lots of
detail and links for more information• Fill out your evaluation!• Follow up:
• [email protected]• www.DynamicAccounting.net• Twitter.com/DynAcctNet• Facebook.com/DynAcctNet
GPUG Summit 2011– Las Vegas www.gpug.com
10 Ways to get Data From Dynamics GP to Excel
1. SmartList Export Push the Big Excel Button
2. SmartList Export SolutionExport to Excel with consistent name and Excel Macros before/after exporthttp://msdynamicsgp.blogspot.com/2009/08/weekly-review-excel-ing-with-smartlists.html
3. Navigation List ExportGoTo > Send to Excel
4. Report WriterDex.ini setting ExportOneLineBody=TRUE - eliminate line wrapping when exporting reports to comma or tab delimited filesAlso possible with Support Debugging Tool - http://blogs.msdn.com/b/developingfordynamicsgp/archive/2009/08/07/support-debugging-tool.aspx
5. FRx / Management Reporter
GPUG Summit 2011– Las Vegas www.gpug.com
10 Ways to get Data From Dynamics GP to Excel
6. SQL Server Reporting ServicesExport | Select a Format > Excel
7. Refreshable Excel Reportshttp://msdynamicsgp.blogspot.com/2008/03/weekly-dynamicexcel-reports-in-dynamics.htmlhttp://www.dynamicscare.com/blog/index.php/how-to-deploy-200-excel-reports-with-direct-data-connection-to-dynamics-gp-100/ http://msdynamicsgp.blogspot.com/2011/02/frequently-asked-questions-about-excel.html
8. MS Queryhttp://msdynamicsgp.blogspot.com/2010/04/weekly-dynamic-portable-excel-reports.html http://msdynamicsgp.blogspot.com/2010/05/weekly-dynamic-portable-excel-reports.html
9. Analysis CubesTalk to your partner
10. SQL QuerySet Header to export by default in SQL Server Management Studiohttp://msdynamicsgp.blogspot.com/2009/10/weekly-dynamic-copy-headings-and-data.html
GPUG Summit 2011– Las Vegas www.gpug.com
Leftovers• Support Debugging Tool
http://blogs.msdn.com/b/developingfordynamicsgp/archive/2009/08/07/support-debugging-tool.aspx
• 3rd Party Toolshttp://www.isv-central.com
GPUG Summit 2011– Las Vegas www.gpug.com
Once Dynamics GP Data is in Excel
• Analyze it• What to Analyze• How to Analyze
• Present It
GPUG Summit 2011– Las Vegas www.gpug.com
What to Analyze• Data
• Transactions• Sales by Salesperson• Sales by Customer• Associated item sales - http://
msdynamicsgp.blogspot.com/2010/06/weekly-dynamic-customers-who-bought-x.html • Customer who haven’t bought a particular item - http://
vstoolsforum.com/blogs/sqlserver/archive/2008/04/30/how-to-get-a-query-of-all-customers-that-have-not-been-shipped-a-product.aspx
• Performance• Vendor Delivery Performance• Sales Shipment Performance• Customer Payment Performance
GPUG Summit 2011– Las Vegas www.gpug.com
What to Analyze• Aggregated Data
• Gross Margin• YTD Profit• Current Ratio
• Meta Data• Workload Volume
• http://msdynamicsgp.blogspot.com/2010/06/weekly-dynamic-counting-ap-transactions.html • http://msdynamicsgp.blogspot.com/2010/07/weekly-dynamics-count-purchase-orders.html • http://msdynamicsgp.blogspot.com/2010/07/weekly-dynamic-count-of-fixed-assets.html
• Staff Performance
GPUG Summit 2011– Las Vegas www.gpug.com
How to Analyze Data• Transform Data• Subtotal Data
http://msdynamicsgp.blogspot.com/2005/10/weekly-featureexcel-subtotals.html
• Pivot Data• Pivot Lots of Data
http://www.powerpivot.com
• Chart Data• Use Statistical Data
GPUG Summit 2011– Las Vegas www.gpug.com
Presenting Information• Tables• Charts• Trend Lines• Conditional Formatting• Sparklines• Slicers
GPUG Summit 2011– Las Vegas www.gpug.com
Presenting Information
• Dashboards• Online• Microsoft SharePoint• Excel Services
GPUG Summit 2011– Las Vegas www.gpug.com
More Tips Microsoft Dynamics GP 2010
Cookbook Book, Kindle and PDF options
Amazon, Barnes and Noble, Packt Publishing
GPUG Summit 2011– Las Vegas www.gpug.com
Follow Up• Follow up PowerPoint deck has lots of
detail and links for more information• Fill out your evaluation!• Follow up:
• [email protected]• www.DynamicAccounting.net• Twitter.com/DynAcctNet• Facebook.com/DynAcctNet
